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Financial planning in Manhasset, NY

3 advisers in Manhasset offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 3

Kpoint Capital LLC1129 Northern Blvd, Suite 404 · Manhasset, NY 11030 · (212) 616-3677 · Financial planningCRD 333024 · % of assets, Hourly charges, Fixed fees · $2.6 million AUMState registeredNo commissions reportedMsm Financial Strategies1129 Northern Boulevard, Suite 404 · Manhasset, NY 11030 · (516) 595-2303 · Financial planningCRD 125889 · % of assets, Hourly charges · $37.0 million AUMState registeredNo commissions reportedWealthunite Advisors, LLC1129 Northern Blvd, Suite 404 · Manhasset, NY 11030 · (516) 805-2024 · Financial planningCRD 285807 · % of assets · $63.1 million AUMSEC registeredNo commissions reported